Economics

In a year when inflation has cooled in many economies yet borrowing costs remain elevated, executives keep asking the same question: why do revenue lines sometimes jump when demand feels flat? The answer is rarely a single campaign or a lucky contract, and it is increasingly tied to the quiet mechanics of markets themselves, from pricing power returning in narrow niches to inventory cycles snapping back faster than forecasts. The “spike” is often real, but its roots are usually hidden in plain sight. When “demand” lies, pricing tells truth Revenue can surge even when unit sales barely move, and that disconnect starts with price. In the United States, headline inflation may have eased from its 2022 peak, but price levels remain materially higher than pre-pandemic baselines, and many...